Intakit: Firm Intelligence Infrastructure for Law Firms — Powered by DONNA

How DONNA Prepares Your Practice

• Prepared work before you ask
• One coherent matter understanding
• Interruption-ready context
• Attorney-governed workflows

How DONNA Prepares A Matter

1. DONNA notices what’s missing and prepares the next move.

   Trigger: A client submits an intake or uploads partial information.

   DONNA identifies missing items, keeps document collection moving, and prepares the matter context so your team has a ready work object — not a pile of loose ends to reconstruct.

   Outcome: Your team sees what’s missing, what arrived, and what’s still blocking action — with the next move already prepared.

2. DONNA triages urgency and prepares responses.

   Trigger: New messages arrive from clients, courts, or opposing counsel.

   DONNA triages communications in real time, notices urgency markers, and prepares reply context so the attorney can respond immediately instead of reconstructing the situation.

   Outcome: Critical work surfaces with prepared context before someone has to manually hunt for it.

3. DONNA tracks deadlines and prepares your daily briefing.

   Trigger: Cases evolve, deadlines approach, and follow-through starts to sprawl across the day.

   DONNA tracks what needs attention next, notices priority shifts, and prepares a daily briefing with the next best move for every active matter.

   Outcome: The morning starts with prepared work and clear next moves instead of reconstruction.

4. DONNA prepares without crossing the line.

   Trigger: An action could change state, send something sensitive, or create legal risk.

   DONNA notices when actions cross into sensitive territory and uses approval gates, opposing-counsel safeguards, and audit trails so the attorney remains in control of every consequential decision.

   Outcome: Governed intelligence that prepares work without asking the firm to surrender judgment.

Plans and Pricing

Intakit currently offers four paid plans, from DONNA Inbox for email intelligence through DONNA Enterprise for full-firm operations.

Annual billing gives two months free. Qualifying early-access firms currently receive an additional 20% lifetime discount.

Frequently Asked Questions

What happens after a client completes the initial intake?

Every client automatically receives a secure portal after intake. They can complete questionnaires, upload documents, track progress, and message your team directly without falling back to long email chains or status calls.

How does Intakit handle complex jurisdictional requirements?

Intakit's context-aware intake engine adapts checklists to state-specific rules and matter types before the file reaches your team. Automated tracking currently covers federal courts and 10 state jurisdictions with attorney verification at each step.

Is Intakit compliant with state bar data ethics requirements?

Yes. Intakit provides firm-specific encryption boundaries, immutable audit logs, and attorney-governed approval gates so data ownership, professional responsibility, and sensitive actions stay under firm control.

Can we export our data if we stop using Intakit?

Yes. Intakit supports full exports, and documents stay organized in synced systems such as Google Drive so your firm retains direct access to its records.

What is DONNA and how does it work?

DONNA is Intakit's governed intelligence layer. It turns live firm activity into prepared work - reply packets, call briefs, hearing prep, and follow-up plans - before attorneys ask, while keeping one coherent matter understanding across every communication channel.

How quickly can a law firm go live with Intakit?

Firms can go live quickly because Intakit handles the initial configuration, workflow mapping, and client-facing setup so your team can start processing matters without a long implementation cycle.

What does Intakit cost?

Intakit offers four paid plans. DONNA Inbox is $149 per month or $1,490 per year. DONNA Starter is $499 per month or $4,990 per year. DONNA Professional is $999 per month or $9,990 per year. DONNA Enterprise is $2,499 per month or $24,990 per year. Annual billing gives two months free, qualifying early-access firms currently receive an additional 20% lifetime discount, and every paid plan includes a 30-day money-back guarantee.

Does Intakit integrate with Clio?

Yes. Intakit integrates with Clio Manage as well as Google Workspace, Adobe Sign, QuickBooks, and other tools your firm already depends on.

What is the difference between Intakit and Clio?

Clio is a broad system of record for legal practice management. Intakit is the intelligence and readiness layer that keeps matters prepared, context coherent, and next moves visible before the attorney has to reconstruct what is happening.